JPSE vs XES
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF) and STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EQUIPMENT & SERVICES ETF (XES, ETF).
5-Year PerformanceXES has outperformed JPSE, delivering a return of +14.7% compared to +7.4%
JPSE vs XES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPSE
$573M
Winner
XES
$574M
Expense Ratio
Winner
JPSE
0.29%
XES
0.35%
Max Drawdown
Winner
JPSE
43.24%
XES
96.13%
Sharpe Ratio
JPSE
1.63
Winner
XES
2.03
5Y Beta
Winner
JPSE
0.91
XES
1.24
P/E Ratio
JPSE
29.62
Winner
XES
2.18
Forward P/E
Winner
JPSE
14.13
XES
17.35
5Y Dividends CAGR
Winner
JPSE
10.43%
XES
5.54%
5Y EPS CAGR
JPSE
10.82%
XES
N/A
Debt to Equity
JPSE
113.43%
Winner
XES
57.80%
P/S Ratio
Winner
JPSE
1.05
XES
1.55
P/B Ratio
Winner
JPSE
1.73
XES
2.07
JPSE vs XES - Holdings Comparison
JPSE and XES have 10 common holdings. Overlap is 1.74%
JPSE's top 25 holdings weight is 10.95%. XES's top 25 holdings weight is 91.80%.
| Rank | JPSE | XES |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 0.62% | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 4.73% |
| #2 | SANMINA CORP (SANM) - 0.60% | CACTUS INC CLASS A (WHD) - 4.55% |
| #3 | TTM TECHNOLOGIES INC (TTMI) - 0.57% | KODIAK GAS SERVICES INC (KGS) - 4.51% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.53% | PATTERSON-UTI ENERGY INC (PTEN) - 4.50% |
| #5 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.51% | SLB LTD (SLB) - 4.42% |
| #6 | RAMBUS INC (RMBS) - 0.50% | OCEANEERING INTERNATIONAL INC (OII) - 4.21% |
| #7 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.49% | HALLIBURTON CO (HAL) - 4.20% |
| #8 | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.49% | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 4.17% |
| #9 | VIASAT INC (VSAT) - 0.46% | HELMERICH & PAYNE INC (HP) - 4.16% |
| #10 | BENCHMARK ELECTRONICS INC (BHE) - 0.46% | NOV INC (NOV) - 4.15% |
| #11 | ARGAN INC (AGX) - 0.45% | BAKER HUGHES CO CLASS A (BKR) - 4.11% |
| #12 | MATERION CORP (MTRN) - 0.44% | TECHNIPFMC PLC (FTI) - 4.05% |
| #13 | NEXTPOWER INC CLASS A (NXT) - 0.43% | SEADRILL LTD (SDRL) - 3.91% |
| #14 | KAISER ALUMINUM CORP (KALU) - 0.43% | NOBLE CORP PLC CLASS A (NE) - 3.81% |
| #15 | ADEIA INC (ADEA) - 0.43% | ARCHROCK INC (AROC) - 3.73% |
| #16 | PLEXUS CORP (PLXS) - 0.42% | TIDEWATER INC (TDW) - 3.65% |
| #17 | FORMFACTOR INC (FORM) - 0.41% | LIBERTY ENERGY INC CLASS A (LBRT) - 3.58% |
| #18 | FABRINET (FN) - 0.41% | VALARIS LTD (VAL) - 3.57% |
| #19 | HARMONIC INC (HLIT) - 0.40% | TRANSOCEAN LTD (RIG) - 3.55% |
| #20 | GLOBALSTAR INC (GSAT) - 0.40% | NABORS INDUSTRIES LTD (NBR) - 2.95% |
| #21 | UNITED BANKSHARES INC (UBSI) - 0.30% | TETRA TECHNOLOGIES INC (TTI) - 2.75% |
| #22 | UNITED STATES ANTIMONY CORP (UAMY) - 0.30% | PROPETRO HOLDING CORP (PUMP) - 2.71% |
| #23 | ARCOSA INC (ACA) - 0.30% | EXPRO GROUP HOLDINGS NV (XPRO) - 1.97% |
| #24 | CNO FINANCIAL GROUP INC (CNO) - 0.30% | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 1.94% |
| #25 | STONEX GROUP INC (SNEX) - 0.30% | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 1.92% |
| Total Holdings | 506 | 34 |
JPSE vs XES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPSE
+3.40%
XES
-3.06%
3M
Winner
JPSE
+14.49%
XES
+12.98%
6M
JPSE
+15.83%
Winner
XES
+47.19%
1Y
JPSE
+34.00%
Winner
XES
+85.14%
5Y(CAGR)
JPSE
+7.43%
Winner
XES
+14.67%
10Y(CAGR)
Winner
JPSE
+10.88%
XES
-3.01%
Max(CAGR)
Winner
JPSE
+10.88%
XES
-3.05%
JPSE vs XES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JPSE | XES |
|---|---|---|
| 2026 | +18.12% | +45.96% |
| 2025 | +8.90% | +3.14% |
| 2024 | +8.30% | -4.25% |
| 2023 | +16.10% | +13.12% |
| 2022 | -15.23% | +51.13% |
| 2021 | +29.80% | +10.31% |
| 2020 | +12.62% | -43.49% |
| 2019 | +22.59% | -11.19% |
| 2018 | -8.79% | -47.99% |
| 2017 | +14.33% | -23.97% |
| 2016 | +3.67% | +26.40% |
| 2015 | N/A | -37.08% |
| 2014 | N/A | -33.64% |
| 2013 | N/A | +23.60% |
| 2012 | N/A | -3.16% |
| 2011 | N/A | -5.35% |
| 2010 | N/A | +25.70% |
| 2009 | N/A | +57.07% |
| 2008 | N/A | -58.54% |
| 2007 | N/A | +45.43% |
| 2006 | N/A | +4.12% |
JPSE vs XES Drawdown Comparison
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for XES was -95.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current XES drawdown is -70.76%.
| Rank | JPSE | XES |
|---|---|---|
| #1 | -43.02% Jan 16, 2020 - Nov 16, 2020 | -95.65% Jun 23, 2008 - Mar 18, 2020 |
| #2 | -25.57% Nov 8, 2021 - Jul 15, 2024 | -20.51% Jul 3, 2006 - Dec 14, 2006 |
| #3 | -25.49% Nov 25, 2024 - Dec 10, 2025 | -17.98% Jan 3, 2008 - Apr 14, 2008 |
| #4 | -23.26% Sep 14, 2018 - Dec 26, 2019 | -15.62% Dec 14, 2006 - Mar 26, 2007 |
| #5 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -13.81% Jul 23, 2007 - Sep 19, 2007 |
| #6 | -8.40% Mar 15, 2021 - Jun 1, 2021 | -12.31% Oct 15, 2007 - Jan 3, 2008 |
| #7 | -8.33% Jun 8, 2021 - Oct 20, 2021 | -6.47% Apr 21, 2008 - May 8, 2008 |
| #8 | -8.19% Jan 23, 2018 - May 17, 2018 | -4.97% May 20, 2008 - Jun 9, 2008 |
| #9 | -8.00% Feb 26, 2026 - Apr 13, 2026 | -4.70% Jun 4, 2007 - Jun 14, 2007 |
| #10 | -5.09% Feb 24, 2021 - Mar 10, 2021 | -3.68% Jun 9, 2008 - Jun 17, 2008 |
| #11 | -4.66% Jul 25, 2017 - Sep 21, 2017 | -3.66% Apr 16, 2007 - Apr 25, 2007 |
| #12 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -3.59% May 21, 2007 - Jun 4, 2007 |
| #13 | -4.38% Jan 22, 2021 - Feb 4, 2021 | -3.51% Jun 22, 2007 - Jul 6, 2007 |
| #14 | -4.36% Oct 16, 2024 - Nov 6, 2024 | -3.28% Sep 21, 2007 - Oct 10, 2007 |
| #15 | -4.17% Apr 26, 2017 - Jun 9, 2017 | -2.65% Jul 12, 2007 - Jul 19, 2007 |
Correlation
Correlation between JPSE and XES is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.25
-101
Dividend Comparison (2006 - 2026)
JPSE vs XES dividend yield comparison.
| Year | JPSE | XES |
|---|---|---|
| 2026 | 0.14% | 0.26% |
| 2025 | 1.62% | 1.69% |
| 2024 | 1.66% | 1.32% |
| 2023 | 1.76% | 0.66% |
| 2022 | 1.55% | 0.36% |
| 2021 | 1.24% | 1.81% |
| 2020 | 1.32% | 1.33% |
| 2019 | 1.23% | 1.43% |
| 2018 | 1.18% | 1.14% |
| 2017 | 0.74% | 1.68% |
| 2016 | 0.14% | 0.64% |
| 2015 | 0.00% | 2.47% |
| 2014 | 0.00% | 1.59% |
| 2013 | 0.00% | 0.63% |
| 2012 | 0.00% | 0.73% |
| 2011 | 0.00% | 0.29% |
| 2010 | 0.00% | 0.86% |
| 2009 | 0.00% | 0.62% |
| 2008 | 0.00% | 1.05% |
| 2007 | 0.00% | 0.47% |
| 2006 | 0.00% | 0.05% |
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